NexPoint: Small Bay Industrial III DST


Investment Overview

NexPoint Small Bay III DST features a portfolio of two small bay properties in Richardson, Texas and Deerfield Beach, Florida. NexPoint believes that small bay properties have an advantage over traditional warehouses or industrial facilities, which generally have a concentrated tenant base with long-term leases. Small bay properties tend to be in more densely populated infill areas and benefit from higher barriers to entry and replacement costs, and tenant leases of small bay properties are generally for a shorter term, which allows rents to adjust more quickly to market and new demand conditions.

Offering Strengths

This investment is comprised of properties that do not require state income tax filings. The properties were acquired for $71,700,000 and were recently appraised for $78,000,000. Investors benefit from this 8.1% gain immediately.

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Key Facts

Sponsor: NexPoint

Structure: Delaware Statutory Trust (DST)

Location(s): Texas, Florida

Property Type(s): Industrial

Assumable Loan: 44.87% LTV

Estimated Hold Period: 7 Years

Key Features

1031 Exchange: Yes

721 Exchange/UPREIT: Yes; Investor Choice

Cash-Out Refinance: No

Income Guarantee: No


Distribution Forecast

Table
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10
Investor Cash Flow 5.34% 5.37% 5.85% 6.05% 5.99% 6.12% 6.56% 7.69% 7.74% 6.86%

Sponsor Overview

NexPoint is a leading alternative investment platform, delivering a diverse range of innovative financial solutions. With a robust foundation in real estate, healthcare, and alternative investment sectors, NexPoint specializes in creating tailored investment opportunities designed to meet evolving market demands. Known for their strategic vision and dedication to excellence, NexPoint offers expertly managed Delaware Statutory Trusts (DSTs) and other products to help investors achieve long-term financial goals.

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